Access the retention schedule. Click Delete then Delete Series from the Action You are prompted to confirm the deletion. Click OK to delete the series, or Cancel You are prompted to enter a reason for the action. Enter a reason and click OK to

10-12 Oracle Fusion Middleware Setup Guide for Universal Records Management

1. Access the retention schedule. Click Edit then Hide Series from the Action menu

for the series to hide.

2. You are prompted to enter a reason for the action. Enter a reason and click OK to

confirm or leave the text box empty. Click Cancel to abort the entire action. If confirmed, the series icon is now semi-transparent to indicate it is hidden. Follow the same procedure to unhide the series: access the retention schedule then click Unhide Series in the item’s Action menu. If the action is confirmed, the series icon is no longer semi-transparent to indicate it is not hidden.

10.2.1.4 Moving a Series

All child series, categories, record folders and content items move with the parent series.

1. Access the retention schedule. Click Edit then Move Series from the Action menu

for the item to move. To move multiple items, click the checkbox for the series and click Move from the Table menu. The Select Retention Series, Record Folder or Category Dialog is displayed. 2. Click to expand the tree, and click the series which will contain the item. The location field populates with the new location.

3. Click OK. The Exploring Series Page displays the series in its new location.

10.2.1.5 Deleting a Series

If a series is populated a message appears when an attempt is made to delete the series, prompting the user to delete the contents as well as the series. Be sure to move any content, record folders, categories, and any nested series from the series to be deleted if any of those objects should be retained.

1. Access the retention schedule. Click Delete then Delete Series from the Action

menu for the item to delete. Permissions: The Series.HideUnhide right is required to perform these actions. This right is assigned by default to the Records Administrator role. Permissions: The Series.Move right is required to perform this action. This right is assigned by default to the Records Administrator role. Permissions: The Series.Delete right is required to perform this action. This right is assigned by default to the Records Administrator role. Tip: To delete multiple items, click the checkbox for the items and click Delete from the Table menu. Setting Up a Retention Schedule 10-13

2. You are prompted to confirm the deletion. Click OK to delete the series, or Cancel

to cancel the delete action. To delete any child objects, click the checkbox for Include child content items on the prompt that appears. Click Yes when done.

3. You are prompted to enter a reason for the action. Enter a reason and click OK to

confirm or leave the text box empty and click OK. Click Cancel to abort the entire action. If confirmed, the series is deleted from the retention schedule.

10.3 Retention Categories

A retention category is a retention schedule object with associated security settings and disposition instructions defined. Retention categories cannot be nested within other retention categories because they are disposition instructions, not an organization container. They are a method of grouping content with the same disposition requirements. This section covers the following topics: ■ Managing Retention Categories on page 10-13 ■ Retention Category Example on page 10-17 If ACLs are on the retention category, the user must also be on the ACL to view or access the retention category. At the category level, record folders or content items can be created. The retention schedule can be accessed in two ways: ■ Click Browse Content then Retention Schedule from the Main menu. ■ Click Records then Retention Schedules from the Top menu.

10.3.1 Managing Retention Categories

The following tasks are involved in managing retention categories: ■ Creating or Editing a Retention Category on page 10-14 ■ Viewing Retention Category Information on page 10-15 ■ Viewing Category Metadata History on page 10-16 ■ Moving a Retention Category on page 10-16 ■ Deleting a Retention Category on page 10-17 Note that when retention categories are sorted and listed, they are listed on a per-source basis. For example, if three sources are used Source1, Source2, Source3, all items from Source1 are sorted as a separate group, items from Source2 are sorted as a separate group, and items from Source3 are sorted as a separate group. Then items from each source are displayed in a round robin style with the first item of Source1, Permissions: The appropriate management rights are required to work with retention categories. There are separate rights for reading viewing, creating, deleting, moving, and editing categories. The predefined Records User and Records Officer roles can only read view categories. The predefined Records Administrator role can perform any of the other category-related tasks.